A little known rule that was passed at the beginning of 2013, as part of the American Tax Relief Act: the rule is called Portability.

CORRECTION: The date for the Business Legacy Mentoring Series is Wednesday, September 18, 2013 from 7:30-9:00 A.M. SPECIAL ANNOUNCEMENT: Please tune in to It’s Your Money not Theirs at 7:00 P.M. on Saturday August 10, 2013, on KFMB Radio 760 AM where I will be a guest discussing today’s topic, exciting new changes and the…

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